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My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MSFT, AVUS, OKTA, QQQ, and represent 39.30% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: AVUS, VOO, VTI, BJUL, SCZ, VGSH, BSEP, SPY, IVV, VEA.
Started 1 new stock position in VGSH.
Reduced shares in these 10 stocks: STGW (-$5.5M), DFAU, AAPL, AVUV, MSFT, VPU, VOE, NVDA, DFLV, AVLV.
Sold out of its positions in BOXX, AVMC, AVLC, AVLV, AVUV, DFAS, DFLV, POCT, PJUL, PAPR. INTC, NFLX, TSLA, VOE.
My Personal CFO was a net seller of stock by $-11M.
My Personal CFO has $182M in assets under management (AUM), dropping by -2.63%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 88 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	14.5	$26M	+5%	93k	283.16	View chart
Microsoft Corporation (MSFT)	9.1	$17M	-3%	38k	430.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.7	$12M	+17%	128k	95.15	View chart
Okta Cl A (OKTA)	4.9	$8.9M		120k	74.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$7.7M		16k	488.07	View chart
Apple (AAPL)	3.2	$5.8M	-11%	25k	233.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$5.1M	+2%	8.9k	573.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.8	$5.0M	+8%	74k	67.70	View chart
Stagwell Com Cl A (STGW)	2.2	$4.0M	-57%	567k	7.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$4.0M	-16%	100k	39.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$3.9M	-2%	8.5k	460.26	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	2.0	$3.6M		83k	43.37	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.7	$3.1M		74k	41.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$3.1M	-7%	12k	263.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$2.9M	-6%	30k	97.42	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.6	$2.9M	-2%	67k	43.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.9M	+138%	5.5k	527.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.5	$2.8M		28k	101.65	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$2.7M		20k	135.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	1.4	$2.5M	+23%	58k	43.68	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	1.3	$2.3M	-2%	51k	45.02	View chart
NVIDIA Corporation (NVDA)	1.2	$2.3M	-15%	19k	121.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.2M		17k	128.20	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.2	$2.2M		47k	46.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$2.1M		31k	67.51	View chart
Vanguard World Energy Etf (VDE)	1.1	$2.0M		17k	122.47	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	1.1	$2.0M		60k	32.97	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.1	$1.9M		51k	38.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.9M	+4%	3.4k	576.80	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$1.9M		46k	41.49	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	1.0	$1.8M		39k	46.46	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.9	$1.6M		25k	65.00	View chart
Meta Platforms Cl A (META)	0.8	$1.5M	-3%	2.7k	572.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.5M		12k	125.62	View chart
Applied Materials (AMAT)	0.8	$1.4M		7.1k	202.05	View chart
Wayfair Cl A (W)	0.6	$1.2M	-7%	21k	56.18	View chart
Nike CL B (NKE)	0.6	$1.1M	-19%	13k	88.40	View chart
Advanced Micro Devices (AMD)	0.6	$1.1M		6.7k	164.08	View chart
UnitedHealth (UNH)	0.6	$1.1M	-3%	1.8k	584.68	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$967k		6.6k	145.60	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$934k	+21%	22k	42.12	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.5	$884k		28k	31.34	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.5	$830k	-6%	20k	40.70	View chart
Home Depot (HD)	0.4	$807k	-5%	2.0k	405.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$806k	-16%	25k	31.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$788k		9.3k	84.53	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$777k		18k	42.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$775k	-32%	10k	75.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$762k	+2%	16k	47.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$759k	+6%	14k	52.81	View chart
Johnson & Johnson (JNJ)	0.4	$685k	-3%	4.2k	162.06	View chart
Amazon (AMZN)	0.4	$672k	-34%	3.6k	186.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$635k		2.7k	237.25	View chart
JPMorgan Chase & Co. (JPM)	0.3	$623k		3.0k	210.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$602k		15k	41.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$558k		8.4k	66.52	View chart
Agilent Technologies Inc C ommon (A)	0.3	$520k		3.5k	148.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$518k		3.4k	154.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$503k	-20%	5.7k	88.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$455k	-17%	5.8k	78.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$454k		775.00	586.27	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$446k		14k	32.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$445k		7.1k	62.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$424k	-41%	10k	41.32	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$398k		2.8k	142.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$385k	-5%	2.3k	167.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$365k		1.4k	263.31	View chart
Walt Disney Company (DIS)	0.2	$364k	-10%	3.8k	96.19	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$353k		3.7k	96.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$327k		1.4k	225.79	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$324k	-4%	5.6k	57.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$321k		1.6k	198.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$309k	NEW	5.2k	59.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$307k	-31%	1.5k	200.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$302k	-5%	2.6k	117.21	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$287k		3.5k	82.99	View chart
Bank of America Corporation (BAC)	0.2	$276k		6.9k	39.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$263k		2.4k	107.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$259k	-2%	673.00	384.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$251k		2.1k	119.61	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$235k		2.7k	87.79	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$234k		678.00	345.41	View chart
Vanguard World Utilities Etf (VPU)	0.1	$231k	-70%	1.3k	174.05	View chart
salesforce (CRM)	0.1	$228k	-11%	832.00	273.85	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$224k		4.1k	54.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$219k	-9%	1.3k	165.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$205k	-40%	3.2k	64.73	View chart
Manitex International (MNTX)	0.0	$63k		10k	6.33	View chart

Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021

My Personal CFO 2024 Q3 filed Oct. 21, 2024
My Personal CFO 2024 Q2 filed July 26, 2024
My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023
My Personal CFO 2022 Q3 restated filed Oct. 20, 2022
My Personal CFO 2022 Q3 filed Oct. 18, 2022
My Personal CFO 2022 Q2 restated filed Aug. 3, 2022
My Personal CFO 2022 Q2 filed July 8, 2022
My Personal CFO 2022 Q1 filed May 12, 2022
My Personal CFO 2021 Q4 filed April 29, 2022

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